Tuesday, November 15, 2005

Stocks for the less than faint hearted

Some folks want to know stocks that I like but don't put in this more conservative portfolio.
SRCL - Stericycle. They are waste management for medical waste.
RMD - Resumed.
CTSH - finally making a move, perhaps. They are definitely on my short list to float into the test portfolio
CMTL - Satellite communications equipment
UNH - United Health care. They can raise rates and we'll just....pay it.
USAK - Trucking company. WIth gas prices mellowing, trucking will be more profitable.

I own RMD, CMTL, and USAK. Anyone looking for steady growth should consider SRCL. UNH, well, I can't make up my mind. I don't know if they are growing, just getting more efficient through consolidation, or what.

STOCK UPDATE
Meanwhile, RTLX update. They're up, they're down. Almost worth buying and selling repeatedly to take advantage of the interday 3% movements.

PORTFOLIO UPDATE
The portfolio is sagging a bit. Week 1 ended with us up 5% and week two has us down to 3%.
Some is profit taking (DESC)
Some is timing and buying near a high (WFMI)
Some is earnings announcement jitters (BCSI)
Our movers to date are
GILD +5%
CERN +5%
JBLU +5%
DESC +14%

Even though it is a bit early (it's only week 2), lets start tracking the stocks as follows:
8 out of 10 stocks are up
1 out of 10 stocks are up >10%
4 out of 10 stocks are up >5%
2 out of 10 stocks are down ~1%

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